Shares of Taiwan Semiconductor Manufacturing Co. (TSM) edged lower in mid-day trade on Friday after a surge in pre-market session, while other semiconductor stocks headed higher. However, according to a report by TheFly,

Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays. Broadcom (NASDAQ:AVGO),

Shares of semiconductor giant Broadcom (NASDAQ: AVGO) were up Friday, gaining 2.7% as of noon ET, but were up as much as 3.6% earlier in the day. The rise comes as the S&P 500 (SNPINDEX: ^GSPC) and Nasdaq Composite (NASDAQINDEX: ^IXIC) were up 1% and 1.

Lumentum ( NASDAQ:LITE) just got a major vote of confidence from Barclays, sending its stock up 5% this morning. The firm flipped its rating from Underweight to Overweight and jacked up the price target from $80 to $125,

On January 17, Barclays analyst Tom O’Malley increased ... and highlighted the company’s strong position in the semiconductor sector. The firm’s 2025 outlook focuses on artificial ...

The recovery came after US chipmaker Nvidia closed up 9 per cent on Tuesday, recouping some of the heavy losses that wiped $600bn off its market capitalisation at the start of the week, when investors fretted over the threat from China’s DeepSeek to the US supremacy in artificial intelligence.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Free Report) had its price target raised by Barclays from $240.00 to $255.00 in a report released on Friday,Benzinga reports.Barclays currently has ...

Barclays analyst Tom O’Malley raised Nvidia’s (NASDAQ:NVDA) price target to $175 from $160, maintaining an Overweight rating as part of its 2025 outlook for the semiconductor sector.

An energy-efficient AI model by China's DeepSeek has shaken the power and energy sector, with the S&P Energy index dipping 3% over the last three sessions. This is because AI requires a lot of power, with data centers being the biggest electricity consumers.

Investing.com -- Barclays upgraded Lumentum Holdings Inc (NASDAQ: LITE) to "Overweight" from "Underweight," setting a price target of $125, given significant growth potential driven by surging demand from hyperscale customers.

Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays. Broadcom (NASDAQ ...

In a report released today, Thomas O’Malley from Barclays maintained a Hold rating on Lam Research (LRCX – Research Report), with a price